You'd rather face the future with anticipation rather than...apprehension.

And you want to feel confident with the track you are on.

Financial advisors with a process will deliver far better than an advisor who simply "helps clients..."

 

What Makes Us Tick?

  • Inquisitiveness

We ask a lot of questions. We're quite nosy. We want to know what makes you tick, and we need to know everything that will help us to understand you. You might think us to be a bit meddlesome. Hopefully that's okay with you. As long as we make informed recommendations!

  • Simple First, Brilliant Later

We start with the simple things, rather than trying to beguile you with all sorts of charts and graphs. We can get to the complex later, linking up with our firm's strategists and in-house experts in the areas of tax planning, estate and trust plans, corporate structure, adequate insurance, banking solutions and inter-generational wealth transfer. Our portfolios and financial plans are only a guide though. We make sure you stay on track so that our recommendations make your goals attainable.

  • We Adapt To You

Over the decades, we've become quite savvy and proficient at working with all of the individuals within our client-families. We pick up on the nuance of your own personal relationship with money, matching your values and goals to your investments, to achieve the best outcome. Our ability to recognize and respect the uniqueness and individuality of our clients is what has allowed us to assist many of them continuously since 1990.

  • We're Different

Literally everybody in the financial advisory industry says that, right?

"We're different because we run a holistic practice..., we're different because we craft custom portfolios..., etc."

The nature of the investment landscape these days is that all of these portfolio management teams do many of the same activities. Indexing, computer modeling, homogeneous management oversight, corporate governance and regulation has taken care of that.

Here is why Montgomery Ouimet Wealth Management is quite different:

  • People- we have all the qualities that you would expect, and they have a real passion for what they do - but we don't stop there; we put a huge emphasis on the client experience. We want you to refer your friends and family to us if you appreciate our work.

 

  • Practice- we place a lot of attention and resources on our standard operating procedures. We run our business like a business. We are incredibly responsive to client needs, and we make sure that nothing slips through the cracks.

 

  • Process- as our clients' lives and needs unfold, our process utilizes our entire team of in-house experts to make sure that your plan changes, hand- in-hand with your family needs.

There. 

We said it.

We're different.

We're here to help our clients utilize their portfolios to match their values, and live incredible lives.